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Introduction to ERISA Plans

Description

Clarifying ERISA plans

In this webcast, you will learn about:
– Relevant parties and documents
– Accounting and auditing standards, guidance and regulations
– The different types of ERISA plans subject to audit
– Common account balances, classes of transactions and disclosures in the financial statements
– The differences between GAAP and ERISA reporting

This course provides CPE credit in the Accounting (0.5) and Auditing (1) fields of study.

Learning Objectives

Recognize key concepts, parties, documents, accounting and auditing standards and guidance, other applicable regulations, and financial statement account balances, classes of transactions and disclosures of ERISA plans.
-* Distinguish ERISA plans by type.

Major Topics

* Roles and responsibilities of parties
* Key documents to obtain in an audit
* Relevant reporting and compliance considerations, including differences between GAAP and ERISA reporting
* Differences between defined contribution and defined benefit plans, and pension and health and welfare plans
* Features of common plans such as 401(k), 403(b), cash balance and ESOPs
* Financial statements and disclosures for defined benefit, health and welfare plans

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Accounting and Auditing
Accounting & Auditing
CPE Field of Study
Auditing
1
Accounting
0.5
Who Should Attend

* Auditors of EBPs
-* practitioners considering the addition of EBP audits as a service offering
-* Accountants and finance professionals in business and industry responsible for company benefits

Instructor(s)
Randy Dummer
Prerequisites

None

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Apr 25, 2022
9:00 am - 10:30 am EDT
Location
Online – AICPA Platform
Total CPE Credits
1.5
Format
Webcast Replay

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$79.00

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$99.00
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Introduction to ERISA Plans


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